Meredith Wealth Planning Purchases and Sells in Q3 2024

Meredith Wealth Planning

$210 Billion
Q3 2024

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	5.97K + 1.32%	$88.24 - $99.7 $527K - $595K	457K $43.9B
DUHP	23.9K + 3.61%	$30.74 - $34.07 $736K - $816K	688K $23.4B
AVGE	24K + 84.51%	N/A	52.5K $3.88B
AVDV	1.95K + 0.7%	$62.52 - $71.12 $122K - $139K	282K $20B
AMERICAN CENTY ETF TR	5.37K + 1.56%	N/A	349K $21.9B
DIHP	23.9K + 7.05%	$25.23 - $27.94 $602K - $667K	362K $10B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIMENSIONAL ETF TRUST	15.2K New	N/A	15.2K $772M
DIMENSIONAL ETF TRUST	11.6K New	N/A	11.6K $635M
VGT	393 New	$514.43 - $606.85 $202K - $238K	393 $231M
AVGO	1.25K New	$136.27 - $1745.86 $170K - $2.18M	1.25K $216M
HBT	9.59K New	$19.59 - $24.46 $188K - $235K	9.59K $210M

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	-6.64K - 12.1%	$47.0 - $47.84 $312K - $318K	48.3K $2.3B
GOOGL	-4 - 0.05%	$148.65 - $191.18 $595 - $765	7.95K $1.32B
MSFT	-159 - 5.97%	$395.15 - $467.56 $62.8K - $74.3K	2.5K $1.08B
VCSH	-1.11K - 5.51%	$76.94 - $79.54 $85.6K - $88.4K	19.1K $1.52B
NVDA	-71 - 1.34%	$98.91 - $134.91 $7.02K - $9.58K	5.21K $633M
LLY	-8 - 2.16%	$772.14 - $960.02 $6.18K - $7.68K	363 $321M

Activity Summary All Purchases 31 New Holdings 5 Increased Positions 26 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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